Filed March 12, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,223 | $99,678+47.7% | $86,460+70.3% | $134,554+9.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.51% | 6791.95%-6804.5pp | 4399.82%-4412.3pp | 418.46%-431.0pp |
| Employer contribution / active EE | $0 | $4,404-100.0% | $3,771-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,250-100.0% | $6,954-100.0% | $6,401-100.0% |
| Admin fee / account holder | $111,616 | $8,364+1234.5% | $6,727+1559.3% | $11,430+876.6% |